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2013年4月27日 星期六

Apple Inc.

Apple stocks have been around $400 for awhile, i still unable to buy their stocks due to i can only open a saving bank in US, and i do not know how to trade in HK.

Although compare to the highest $700, $400 is attractive, however even the company can shoot over $800, it will only double the streak, the best start-up gigantic 10000% growth have long gone. if this company need to be attractive to the investor now, it has to do at least $1000 a share, will they able to make it? after Steve is gone?

Personal i think Apple's key advantage is it has built up a strong wall, that able to protect the benefits of the users and developers, for a company, "religious like fans" is always a good thing to its earning.

The other thing i really like about this company is they only sell like 4-5 products, they want to perfect their succeeding formula, rather than push out 400-500 new products without quality, i understand Steve's philosophy, if there is one device can do all things, let there be one.

Finally, Warren Buffett always felt unsafe investing in tech stocks, one of the reasons is this industry move so fast, it is unable to predict, however i would add he doesn't invest in tech is because he believe in "ability zone", which he will not touch things he cannot understand, and I.T. is one of those things he cannot understand.

2013 WWDC's tickets have been sold within 2 mins, it is a sign to me, Apple's earning will only go up in the future, not down. Esp. if you know how much cash reserve they have, that they can always have time to wait.

Lastly, Apple's foundation is not trying to sell products, it is trying to affect how human live their lifes, believing every layer of our life can be connected through digital, that's also the reason why he ended up removing the word computer from Apple.

Steve's absolute desire for perfection and control have already injected into this company and i do not believe anyone will able to take away this DNA from its founder. I will not be surprise they will create iTV, iBoat, even iPlane in the future.

2012年11月21日 星期三

本地企業優勢淺談

有時比較國外跟本地,令有些讀者覺得筆者好像處處踐踏香港,國外甚麼永遠都比較好。其實筆者十分支持本地企業,也十分希望香港有代表性的品牌,但環顧一看,香港除了地產一味,本土企業的不濟程度真是令人感到心灰意冷,客觀比較真的是處處不如人,最後支持也只能是情感層面。

盡管這樣說,我認為香港本地的企業還是有其優勢,可是問題不是有沒有優勢,而是現代香港人要不是急功近利,就是意志力太差堅持不了,只有三分鐘熱度,甚至一開始只希望快速賺一筆就走人,不會穩紮穩打地做實業,當有極小數有意志力又願意堅持的人,通常性格都比較固執倔強而不願意聽人意見,而且一定要「靠自己」,令企業得不到外來的幫助,生存是生存得了,可是成長受到極大的限制,也不能發揚光大。

所謂「猛虎不及地頭蟲」,香港企業的優勢多跟香港人的性格有關,靈活,容易變通,說做就做,主要以中間人的角色減低風險,最重要是有主埸之利。

就以電腦來說,香港的家庭電腦一直組裝機為主,砌機都可以算是本地文化的一種,當外界的電腦大品牌如IBM,HP,DELL,ACER,APPLE打得你死我活,香港高登黃金商場的砌機生意,可以說是迄立不倒,這在以品牌為主導的外國來說簡直是Mission Impossible,外國人對產品的信心來自品牌,他們不可能出現一個家庭買電腦時會去一個像街市的地方,這裡買一件零件,那裡買一件零件,然後叫一個沒有專業牌照的技工組合後帶回家,雖然組裝機現在在外國開始流行,但也是在嗜好的層次。

外界的企業不論如何財雄勢大,在世界可以橫行霸道,但一到香港立即失去本來的優勢,例如DELL電腦,直銷以減少中間人達到低價格在外國得到極大的成功,但來到香港,得到的市場對香港的電腦業沒有太大的威脅,因為在外國,品牌是一間公司,但香港砌機生意,是一種意思形態,切合香港人的口味,我就是喜歡甚麼都有一些,火牛我希望用這個牌子,但顯示器就用另一個,這是符合了香港的多元文化,而不是外國崇尚的單一文化,如美式,英式,法式,所謂港式其實就是甚麼式都有一點。

所以外國企業走進香港市場,往往跟香港的本地文化格格不入,就是在香港立根百年的企業,也都不能跟本地文化走在一起,但香港企業卻可以。

香港企業另一個優勢是僱主之間合作良好,當然不是他們喜歡大家,而是利益關係,如波鞋街好像有很多間商店,但其實都只是幾個老闆,大家價格都講好,不會有衝突,但在外國這是不可能的,企業與企業之間都是自己做自己野,要是合作也是市場的需求。

可是本地企業通常都只守不攻,只求自保,外商在香港再強大,本地企業也生存得了,但出了國卻太弱,無法成為「過江龍」。所以近來香港人經常說香港是主場,最主要都是因為香港除了自己地方,甚麼地方都沒有太大的優勢,這是殖民地思維的後遺症。